
Jessica Caruso, CFP®
Executive Managing Director

Karrie Spencer, CFP®
Managing Director

Alexa Willis, CFP®
Wealth Advisor

Bill Berg, CFA, CFP®
Sr. Wealth Advisor

Courtney Mersereau, CFP®
Wealth Advisor

David Stuehling, FP®, ChFC®, RICP®
Wealth Advisor

James Roundy, CFP®
Wealth Advisor

Jennifer Currin Gutridge, CFP®
Sr. Wealth Advisor

Kathi McMahon, CFP®
Wealth Advisor

Kyle Dodrill, CFP®, APMA™
Wealth Advisor

Mike Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor

Sarah Elise Berry, CFP®
Sr. Wealth Advisor

Stephen Crabb, CFP®
Wealth Advisor

Duncan Wilk, CFP®
Regional Vice President

Travis Poulos, CFP®
Regional Vice President

Nikki Ivins
Sr. Regional Client Development Associate

Alexandra Mendoza
Financial Planner

Theresa Bedard
Manager, Portfolio Consultant

Brittani Woodruff
Client Service Specialist

Carolyn Ann Muller
Client Service Specialist